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三星电子与SK海力士大涨后还能持有多久？券商目标价与警示
发布: · 来源: mk.co.kr
一句$话总结: 今年三星电子和SK海力士分别上涨129%、191%，券商以AI投资扩大为依据看好明年半导体景气延续，同时也警示上涨动能可能减弱。
作为韩国KOSPI市值第一、第二大公司，也是韩国两大半导体龙头，三星电子和SK海力士究竟应持有到何时，正受到投资者关注。今年两只股票分别上涨129%和191%，成为市场核心标的。券商方面已提出三星电子目标价50万韩元、SK海力士目标价310万韩元的观点。其背景在于，人工智能（AI）投资被评价为不是选择，而是关乎“生存”的问题，同时市场预计明年半导体行业景气仍将延续。不过，也有警告指出，在短期大幅上涨后，上行动能可能减弱。来源: mk.co.kr
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